See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,181 | $53,516-41.7% | $126,539-75.4% | $84,808-63.2% |
| Participation rate | 95.1% | 58.2%+36.9pp | 69.8%+25.3pp | 68.3%+26.8pp |
| Annual return | 15.55% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,962 | $1,535+158.2% | $3,674+7.9% | $2,631+50.6% |
| Participant deferral / active EE | $1,745 | $2,671-34.7% | $4,083-57.3% | $4,212-58.6% |
| Admin fee / account holder | $587 | $4,497-86.9% | $6,065-90.3% | $7,344-92.0% |